SCMB SCHWAB STRATEGIC TR
MUN BD ETF
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 196 | 116,490,019 | $30.08亿 | 40 | 77 | 39 | 18 | $2.66亿 |
| 2026Q1 | 169 | 106,053,771 | $27.02亿 | 27 | 72 | 32 | 11 | $6.63亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $5.43亿 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,218.42万 |
| Creative Planning | 加仓 | $1,799.58万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $1,755.00万 |
| JANE STREET GROUP, LLC | 重新持有 | $1,560.63万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,481.28万 |
| Quantinno Capital Management LP | 加仓 | $522.38万 |
| OLD MISSION CAPITAL LLC | 重新持有 | $475.60万 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 新建仓 | $455.21万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $339.27万 |
| Tower Research Capital LLC (TRC) | 加仓 | $324.23万 |
| Waverly Advisors, LLC | 加仓 | $315.30万 |
| SMITH, MOORE & CO. | 加仓 | $195.44万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $186.25万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $157.13万 |
| NewEdge Wealth, LLC | 新建仓 | $147.63万 |
| CHOREO, LLC | 新建仓 | $127.54万 |
| RENAISSANCE TECHNOLOGIES LLC | 新建仓 | $101.41万 |
| NATIXIS ADVISORS, LLC | 加仓 | $95.57万 |
| Archer Investment Management, LLC | 新建仓 | $89.69万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$412.57万 |
| ROYAL BANK OF CANADA | 减仓 | -$268.12万 |
| Fort Point Capital Partners LLC | 减仓 | -$148.31万 |
| Pallas Capital Advisors LLC | 减仓 | -$124.62万 |
| Elequin Capital, LP | 清仓 | -$91.58万 |
| Summit Financial, LLC | 清仓 | -$80.27万 |
| Meeder Advisory Services, Inc. | 清仓 | -$80.27万 |
| CGN Advisors LLC | 减仓 | -$55.61万 |
| MSH Capital Advisors LLC | 清仓 | -$35.74万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$35.02万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$30.75万 |
| Beaird Harris Wealth Management, LLC | 减仓 | -$30.58万 |
| Corient Private Wealth LP | 减仓 | -$30.33万 |
| COMMERCE BANK | 清仓 | -$29.21万 |
| Avidian Wealth Enterprises, LLC | 减仓 | -$23.12万 |
| Ackerman Capital Advisors, LLC | 减仓 | -$22.89万 |
| Torrey Growth & Income Advisors | 减仓 | -$21.92万 |
| &PARTNERS | 清仓 | -$21.84万 |
| Integrity Investment Advisors, LLC | 清仓 | -$21.20万 |
| O'ROURKE & COMPANY, Inc | 减仓 | -$18.63万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 66,306,294 | $16.89亿 | 0.26% | 688,774 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 21,959,386 | $5.60亿 | 0.04% | 21,323,660 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,975,051 | $7,544.82万 | 0.04% | 874,762 | 加仓 |
| Avidian Wealth Enterprises, LLC | 1,497,325 | $3,815.18万 | 1.21% | -9,075 | 减仓 |
| Charles Schwab Trust Co | 949,511 | $2,419.35万 | 1.57% | 33,436 | 加仓 |
| JANE STREET GROUP, LLC | 868,526 | $2,213.00万 | 0.00% | 612,491 | 重新持有 |
| Pallas Capital Advisors LLC | 845,235 | $2,153.66万 | 0.81% | -48,909 | 减仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 779,851 | $1,987.84万 | 0.12% | 133,098 | 加仓 |
| Creative Planning | 748,838 | $1,908.04万 | 0.01% | 706,273 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 726,386 | $1,850.83万 | 0.00% | 581,349 | 加仓 |
| Fort Point Capital Partners LLC | 703,844 | $1,793.39万 | 2.19% | -58,206 | 减仓 |
| Wedmont Private Capital | 494,149 | $1,265.02万 | 0.40% | 1,766 | 加仓 |
| OLD MISSION CAPITAL LLC | 396,938 | $1,011.40万 | 0.16% | 186,657 | 重新持有 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 328,202 | $837.90万 | 0.02% | -161,603 | 减仓 |
| Quantinno Capital Management LP | 300,660 | $766.08万 | 0.01% | 205,015 | 加仓 |
| MML INVESTORS SERVICES, LLC | 281,415 | $717.05万 | 0.02% | 73,097 | 加仓 |
| CGN Advisors LLC | 272,356 | $693.96万 | 0.55% | -21,825 | 减仓 |
| RWA WEALTH PARTNERS, LLC | 240,465 | $612.70万 | 0.07% | -750 | 减仓 |
| SMITH, MOORE & CO. | 234,570 | $597.68万 | 0.43% | 76,705 | 加仓 |
| Perigon Wealth Management, LLC | 211,797 | $539.66万 | 0.10% | 16,053 | 加仓 |
| NATIXIS ADVISORS, LLC | 192,557 | $490.60万 | 0.01% | 37,509 | 加仓 |
| Beaird Harris Wealth Management, LLC | 192,462 | $490.39万 | 0.33% | -12,000 | 减仓 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 178,654 | $455.21万 | 0.06% | 178,654 | 新建仓 |
| MYECFO, LLC | 176,180 | $448.91万 | 1.88% | 3,740 | 加仓 |
| Waverly Advisors, LLC | 144,146 | $367.28万 | 0.03% | 123,744 | 加仓 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 141,725 | $361.12万 | 0.56% | 12,485 | 加仓 |
| JPMORGAN CHASE & CO | 138,466 | $351.98万 | 0.00% | 2,397 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135,920 | $346.32万 | 0.00% | 8,570 | 加仓 |
| Tower Research Capital LLC (TRC) | 133,724 | $340.73万 | 0.09% | 127,249 | 加仓 |
| MANNING & NAPIER ADVISORS LLC | 117,071 | $298.30万 | 0.04% | 9,962 | 加仓 |
| Torrey Growth & Income Advisors | 103,690 | $264.25万 | 1.11% | -8,602 | 减仓 |
| Investment Planning Advisors, Inc. | 90,923 | $231.67万 | 0.64% | 8,592 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 88,346 | $225.10万 | 0.00% | 4,622 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 80,965 | $206.30万 | 0.00% | 7,559 | 加仓 |
| Janney Montgomery Scott LLC | 80,000 | $203.80万 | 0.01% | 0 | 不变 |
| Breakwater Investment Management | 73,509 | $187.30万 | 0.70% | 5,409 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72,707 | $185.26万 | 0.00% | 61,668 | 重新持有 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 71,792 | $182.93万 | 0.06% | 0 | 不变 |
| Cetera Investment Advisers | 67,599 | $172.24万 | 0.00% | 9,627 | 加仓 |
| O'ROURKE & COMPANY, Inc | 66,658 | $169.84万 | 0.67% | -7,312 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 65,924 | $167.97万 | 0.03% | 0 | 不变 |
| TSA Wealth Managment LLC | 65,287 | $166.35万 | 0.54% | 6,687 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 65,112 | $165.91万 | 0.00% | 6,357 | 加仓 |
| Mariner, LLC | 63,168 | $160.95万 | 0.00% | -1,040 | 减仓 |
| Compass Financial Group, INC/SD | 61,324 | $156.25万 | 0.22% | 4,080 | 加仓 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 60,614 | $154.44万 | 0.09% | 1,817 | 加仓 |
| NewEdge Wealth, LLC | 57,941 | $147.63万 | 0.02% | 57,941 | 新建仓 |
| Shared Vision Wealth Group LLC | 57,291 | $145.98万 | 0.60% | 25,291 | 加仓 |
| Ackerman Capital Advisors, LLC | 54,129 | $137.92万 | 0.28% | -8,985 | 减仓 |
| Meridian Wealth Management, LLC | 53,801 | $137.09万 | 0.05% | 633 | 加仓 |
内部人交易（Form 4）
SCMB 董事、高管和大股东的最新买卖申报。专业版可看 🔒